2 Accounts, 2 Logins same vendor

Dadwood

Sorry if I'm asking an old question, but what I found from 2009, the link was inactive. But I have 2 accounts with 2 different logins for the same vendor or payee that I am trying to setup online bill and payment. They are due at different times also and I can not figure out how to manage them. If I could show both accounts under one login is even more confusing to my little brain, see below if still valid
"You should be able to add these accounts like you would any other--if you click on "Add Account" on your account list, you should receive two prompts, one of which is "No, the account is at a different institution or has a different login"--choose this option, and follow the prompts." As I said, the hyperlink is dead on this one folks.

Frankx

Hi @Dadwood,

Let me see if I can explain what I believe you want to do, in my words.

You have 2 separate accounts at one vendor.  You need to setup each of these vendor accounts for bill payment in Quicken and the bill due dates are different for each account.

If I've gotten the above right - I assume that each account has a different account number.  I would suggest that you setup two different vendors/payees in Quicken, and to differentiate them in Quicken, I would suggest that you add the last 4 digits of each account number for each to the end of the vendor name - such as "Acme Co. #1234" and "Acme Co. #6789".

You should then setup two "Bill Reminders" in Quicken - one for each "vendor" and set the due dates to match each account's due date.

Let me know if this makes sense or if I have missed something above, and we'll go from there.

Frankx

Frankx

Hi @Dadwood,

Let me see if I can explain what I believe you want to do, in my words.

You have 2 separate accounts at one vendor.  You need to setup each of these vendor accounts for bill payment in Quicken and the bill due dates are different for each account.

If I've gotten the above right - I assume that each account has a different account number.  I would suggest that you setup two different vendors/payees in Quicken, and to differentiate them in Quicken, I would suggest that you add the last 4 digits of each account number for each to the end of the vendor name - such as "Acme Co. #1234" and "Acme Co. #6789".

You should then setup two "Bill Reminders" in Quicken - one for each "vendor" and set the due dates to match each account's due date.

Let me know if this makes sense or if I have missed something above, and we'll go from there.

Frankx

Dadwood

You are the man! Right on target and set up as you said. Thank you! :)

Frankx

@Dadwood,

Happy to help!  Take care.

Frankx